HubSpot (NYSE:HUBS) Issues Q3 2026 Earnings Guidance

Key Points

• HubSpot guided for Q3 2026 EPS of $3.250–$3.270, well above the consensus estimate of $2.800. Revenue guidance of $924.0–$925.0 million was roughly in line with the $925.2 million consensus forecast.
• Analyst sentiment is mixed: the stock carries a consensus “Hold” rating from 34 analysts, with an average price target of $270.61. Recent actions included downgrades and target cuts, alongside some continued “Buy” ratings.
• HubSpot’s shares opened at $219.89, while the company reported strong prior-quarter results, including $3.26 EPS and 19.8% year-over-year revenue growth. Insiders sold 26,202 shares worth nearly $6.0 million over the past quarter, despite one director purchasing shares.

HubSpot (NYSE:HUBS - Get Free Report) issued an update on its third quarter 2026 earnings guidance on Tuesday morning. The company provided earnings per share guidance of 3.250-3.270 for the period, compared to the consensus EPS estimate of 2.800. The company issued revenue guidance of $924.0 million-$925.0 million, compared to the consensus revenue estimate of $925.2 million.

Wall Street Analyst Weigh In

HUBS has been the topic of several recent analyst reports. FBN Securities initiated coverage on shares of HubSpot in a research note on Wednesday, September 23rd. They set a "sector perform" rating and a $230.00 price objective on the stock. Wolfe Research downgraded shares of HubSpot from an "outperform" rating to a "peer perform" rating in a research note on Thursday, August 6th. Needham & Company LLC reiterated a "buy" rating and set a $300.00 price target on shares of HubSpot in a report on Friday, September 18th. Canaccord Genuity Group lowered their price target on HubSpot from $335.00 to $300.00 and set a "buy" rating on the stock in a research report on Thursday, August 6th. Finally, Sanford C. Bernstein lowered HubSpot from an "outperform" rating to a "market perform" rating and dropped their price objective for the company from $381.00 to $220.00 in a research note on Thursday, August 6th. Fourteen research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of "Hold" and an average target price of $270.61.

HubSpot Price Performance

NYSE:HUBS opened at $219.89 on Tuesday. The company has a market capitalization of $10.96 billion, a price-to-earnings ratio of 77.83, a PEG ratio of 2.25 and a beta of 1.24. The business has a 50 day moving average of $231.59 and a 200 day moving average of $219.04. HubSpot has a 1-year low of $169.63 and a 1-year high of $497.96.

HubSpot (NYSE:HUBS - Get Free Report) last posted its quarterly earnings results on Wednesday, August 5th. The software maker reported $3.26 EPS for the quarter, topping the consensus estimate of $3.02 by $0.24. The firm had revenue of $911.74 million for the quarter, compared to the consensus estimate of $898.31 million. HubSpot had a net margin of 4.26% and a return on equity of 8.66%. The business's revenue was up 19.8% compared to the same quarter last year. During the same period last year, the firm posted $2.19 earnings per share. HubSpot has set its FY 2026 guidance at 13.230-13.310 EPS and its Q3 2026 guidance at 3.250-3.270 EPS. As a group, sell-side analysts anticipate that HubSpot will post 4.56 EPS for the current year.

Insider Activity at HubSpot

In other HubSpot news, insider Erika Fisher sold 702 shares of the stock in a transaction on Tuesday, August 4th. The stock was sold at an average price of $235.22, for a total value of $165,124.44. Following the completion of the transaction, the insider owned 14,581 shares in the company, valued at approximately $3,429,742.82. This represents a 4.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Gerald Dischler purchased 925 shares of the company's stock in a transaction dated Monday, August 10th. The stock was bought at an average cost of $215.93 per share, for a total transaction of $199,735.25. Following the completion of the transaction, the director owned 1,940 shares in the company, valued at approximately $418,904.20. This represents a 91.13% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 26,202 shares of company stock worth $5,998,079 over the last quarter. 3.70% of the stock is owned by corporate insiders.

About HubSpot

HubSpot, Inc develops customer relationship management (CRM) software and related tools designed to help businesses attract, engage and retain customers. Its cloud-based platform brings together marketing, sales, customer service, content management, operations and commerce capabilities, allowing organizations to manage customer interactions across the business.

The company's products include tools for marketing automation, email marketing, lead generation, sales pipeline management, customer support, website and content management, analytics, payments and business operations.

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